Lock Box Operations Program Associate I

First Interstate Bank; Billings (MT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Generous PTO

Child care assistance

Exercise reimbursement

Job summary

First Interstate Bank is seeking a Lock Box Operations Program Associate I in Billings, MT or Bellevue, NE. You will support Treasury Management and Business Development by handling deposit processing, remittance payments, and related data entry to ensure accurate, prompt, and courteous service to customers with their deposit accounts.

Responsibilities include processing various transactions, maintaining client data, and supporting process improvements while upholding HIPAA guidelines and

Qualifications

• Knowledge of Lock Box and/or Asset Based Lending services and sound judgment.
• Strong attention to detail with excellent client service.
• Able to work in a fast-paced environment and handle multiple systems.

Responsibilities

• Familiarize new businesses with Lock Box procedures and online resources.
• Maintain accurate business and customer data.
• Assist in setting up new business profiles in processing system.
• Process multiple transaction types with accuracy in a fast-paced setting.
• Ensure daily uploads of invoices and credit memos to Navigator.
• Open, extract, and process remittance payments for Lock Box clients.
• Handle client remittance data entry with accuracy per guidelines.
• Process client payments involving ePHI/PHI while following HIPAA policies.
• Identify risks and potential fraudulent activity.

Skills

Attention to detail

Teamwork

Data entry

Independence

HIPAA compliance

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Navigator system

Job description

This position is located at our Great West Center in Billings, MT or Bellevue, NE Galvin Rd. S. branch.

What's Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.
• The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY

The Lock Box Operations Program Associate I will provide deposit processing operation services to First Interstate Bank Lock Box by supporting the Treasury Management and Business Development teams in their efforts to provide accurate, prompt, and courteous service to their customers regarding their Deposit Accounts as well as Research & Returns and Mailroom support tasks. This position will facilitate customer satisfaction and retention by successfully handling and processing customer Post Office Box payments, to include resolving any issues or inquiries.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Works with clients and third-party vendors to familiarize new businesses with Lock Box procedures and online resources.
• Maintains accurate business and customer data.
• Assists in the setup of new business profiles in the bank's processing system.
• Understands and processes multiple types of transactions in a fast-paced environment.
• Ensures operations completes daily uploads of all invoices and credit memos to Navigator.
• Opens, extracts, and processes remittance payments for Lock Box clients.
• Performs accurate, and timely, input/keying of required data fields (date/payee/amount) on client remittance transactions in accordance with department procedures/guidelines.
• Processes transactions in accordance with each clients' account's specified handling instructions.
• Processes client payments involved with electronic Protected Health Information (ePHI), Protected Health Information (PHI), and adhere to organization's policies and procedures including the bank's Health Insurance Portability and Accountability (HIPAA) policy.
• Performs duties with respect to confidentiality of client information and maintain current knowledge of applicable ePHI/PHI and HIPAA requirements.
• Processes and understands multiple types of inquiries in a professional, fast-paced, and high traffic environment.
• Exercises discretion, strong interpersonal skills, and independent judgment.
• Cross-trains and learns other functions within the department and other areas of operations as needed.
• Identifies possible risks and fraudulent activities to both customers and the bank.
• Ensures the First Interstate's accounting system is in balance daily.
• Provides quality customer service, including responding to customer inquiries, troubleshooting, and resolving issues in a timely manner.
• Acts as trusted resource for internal customers.
• Partners with team members on process improvement for department initiatives.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

• Maintain a working knowledge of the bank Lock Box and/or Asset Based Lending services and demonstrate sound judgment and decision-making skills.
• Possess a strong attention to detail and a high level of accuracy while maintaining excellent client service to internal and external clients.
• Work effectively in team environment and promote actively listening, eliciting information, comprehending individual issues/needs, and recommending solutions.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Ability to gain working knowledge and understanding of principles, procedures, requirements, regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products, and services.
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement.

EDUCATION AND/OR EXPERIENCE

• High School Diploma or General Education Degree (GED) required
• Bachelor's Degree preferred
• 1-3 years related experience, training, and/or equivalent combination of education and experience required

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Lifting - Occasionally (up to 10 lbs)
• Sitting - Frequently
• Overtime - Subject to business need
• Noise Level - Moderate
• Typical Work Hours - M-F (8-5)
• Regular and Predictable Attendance - Required